See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,129 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,908 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,361 | $73,360+34.1% | $177,989-44.7% | $74,495+32.0% |
| Participation rate | 94.2% | 66.6%+27.6pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 9.61% | 17.49%-7.9pp | 294.48%-284.9pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,812 | $2,216-18.2% | $3,949-54.1% | $2,623-30.9% |
| Participant deferral / active EE | $7,266 | $4,513+61.0% | $6,276+15.8% | $4,346+67.2% |
| Admin fee / account holder | $120 | $1,808-93.4% | $10,363-98.8% | $1,942-93.8% |